Mark has a broad knowledge of financial matters, having previously worked for Scottish Widows in regional sales, Cater Allen Private Bank, and a national insurance broker.
Day to day, Mark works closely with clients, monitoring existing holdings and planning their options to achieve their personal objectives. This can involve many different aspects of a client’s life but always centres around being their trusted person.
Mark is able to provide investment solutions for a wide variety of clients’ financial challenges and goals but specialises in pension scenarios and some self-investment strategies. He is also a court-appointed “Deputy”, acting for his son, which means he poses invaluable knowledge and experience that he can share with other parents trying to do the best for their children.
Over the last 10 years, Bowmore Financial, and Mark Millett specifically, have helped guide my financial decisions: from planning to advice on tax returns to investment strategy to decumulation and other topics in between. I consider myself fairly savvy but having an expert on hand to give timely advice on key planning decisions as I have transitioned through life’s phases has benefited me greatly.
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What do you most enjoy about your job?
Meeting people and helping them turn their ambitions and plans into reality.
How do you like to spend your time outside of work?
Supporting my family and ensuring Autistic people, such as my son, are treated correctly and that they have a voice.
I also enjoy following the F1 motorsport season and cycling as a way to get plenty of fresh air and exercise.
One thing that is guaranteed to make your day better…
A cycle ride in the sunshine!
What made you decide to do the work you’re currently doing?
I enjoy working with a myriad of different client situations and helping them achieve their objectives.
What is one personal rule that you never break?
No matter what distractions the day brings, always pick up the phone to your clients.
What would your specialist subject be on Mastermind?
How to buy a car for a reasonable price!
Chief Executive Officer
Managing Director, Bowmore Financial Planning
Chartered Financial Planner
Chartered Financial Planner, Fellow
Administration Team Leader
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